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PSUF

People's United Financial Portfolio holdings

AUM $3.51B
1-Year Est. Return 12.24%
This Fund
S&P 500
This Quarter Est. Return
+5.87%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$4.19B
AUM Growth
+$153M
Cap. Flow
-$46.3M
Cap. Flow %
-1.1%
Top 10 Hldgs %
23.68%
Holding
716
New
59
Increased
303
Reduced
300
Closed
27

Top Buys

Rank Stock Value
1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$42.9M
2
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$18M
3
AMP icon
Ameriprise Financial
AMP
+$9.23M
4
NVDA icon
NVIDIA
NVDA
+$6.99M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$5.81M

Top Sells

Rank Stock Value
1
IWM icon
iShares Russell 2000 ETF
IWM
+$44.7M
2
IVW icon
iShares S&P 500 Growth ETF
IVW
+$24.7M
3
BWX icon
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
+$14.4M
4
RWO icon
State Street SPDR Dow Jones Global Real Estate ETF
RWO
+$12.7M
5
AAPL icon
Apple
AAPL
+$10.8M

Sector Composition

Rank Sector Weight
1 Technology 12.75%
2 Financials 8.81%
3 Healthcare 8.13%
4 Consumer Discretionary 8.01%
5 Industrials 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PHG icon
276
Philips
PHG
$26.8B
$1.66M 0.04%
35,812
+1,036
+3% +$47K
WRK
277
DELISTED
WestRock Company
WRK
$1.63M 0.04%
31,374
+5,088
+19% +$237K
PB icon
278
Prosperity Bancshares
PB
$8.97B
$1.63M 0.04%
21,719
+1,848
+9% +$135K
CAH icon
279
Cardinal Health
CAH
$53.8B
$1.62M 0.04%
26,614
+9,026
+51% +$498K
MGM icon
280
MGM Resorts International
MGM
$11.1B
$1.61M 0.04%
+42,377
New +$1.48M
CTLT
281
DELISTED
CATALENT, INC.
CTLT
$1.61M 0.04%
15,285
-696
-4% -$77.6K
BWX icon
282
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.31B
$1.6M 0.04%
54,831
-473,314
-90% -$14.4M
PBE icon
283
Invesco Biotechnology & Genome ETF
PBE
$359M
$1.59M 0.04%
21,550
+370
+2% +$28K
RIO icon
284
Rio Tinto
RIO
$160B
$1.59M 0.04%
20,446
+2,673
+15% +$219K
HUBS icon
285
HubSpot
HUBS
$12B
$1.57M 0.04%
3,457
-513
-13% -$225K
RBC icon
286
RBC Bearings
RBC
$17.5B
$1.55M 0.04%
7,859
– –
BWZ icon
287
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$288M
$1.54M 0.04%
48,873
-90,991
-65% -$2.94M
VTI icon
288
Vanguard Morningstar Total Stock Market ETF
VTI
$696B
$1.52M 0.04%
7,348
-878
-11% -$178K
ACHC icon
289
Acadia Healthcare
ACHC
$2.82B
$1.52M 0.04%
26,538
+2,771
+12% +$150K
IR icon
290
Ingersoll Rand
IR
$32.7B
$1.52M 0.04%
30,801
+208
+0.7% +$9.62K
ZM icon
291
Zoom
ZM
$32.2B
$1.51M 0.04%
4,705
+693
+17% +$255K
YUM icon
292
Yum! Brands
YUM
$41.2B
$1.51M 0.04%
13,970
+678
+5% +$71.8K
EXPO icon
293
Exponent
EXPO
$3.24B
$1.51M 0.04%
15,491
-7,420
-32% -$696K
TKR icon
294
Timken Company
TKR
$9.09B
$1.51M 0.04%
+18,598
New +$1.48M
VTRS icon
295
Viatris
VTRS
$18.4B
$1.48M 0.04%
106,224
+52,801
+99% +$861K
BDX icon
296
Becton Dickinson
BDX
$49.6B
$1.47M 0.04%
6,202
-187
-3% -$45.7K
HZNP
297
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
$1.47M 0.04%
15,955
+4,996
+46% +$422K
SYK icon
298
Stryker
SYK
$131B
$1.44M 0.03%
5,917
-212
-3% -$50.8K
VICI icon
299
VICI Properties
VICI
$29B
$1.44M 0.03%
50,827
+19,808
+64% +$538K
FIVE icon
300
Five Below
FIVE
$13.4B
$1.43M 0.03%
7,506
-564
-7% -$106K
10 11
12
13 14

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IA
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SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
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OSIA
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People's United Financial's Q1 2021 Portfolio in Review

As of Q1 2021, People's United Financial held 716 positions worth $4.19B, up 3.8% from $4.03B the previous quarter. Its ten largest holdings account for 24% of the portfolio.

People's United Financial's Q1 2021 filing shows 59 new, 303 increased, 300 reduced and 27 closed positions. Its largest new stake was State Street SPDR S&P Regional Banking ETF: 89,873 shares worth $5.96M. The largest sale was iShares Russell 2000 ETF, an estimated $44.7M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, down from 13% a quarter earlier, followed by Financials and Healthcare.

  • People's United Financial's largest Q1 2021 buy was State Street SPDR S&P Regional Banking ETF: 89,873 shares worth $5.96M.
  • People's United Financial added most to iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2021, an estimated $42.9M increase.
  • People's United Financial's biggest Q1 2021 reduction was iShares Russell 2000 ETF, cutting an estimated $44.7M.
  • People's United Financial fully exited JD.com in Q1 2021, selling an estimated $2.2M.
  • People's United Financial's ten largest holdings make up 24% of its $4.19B portfolio in Q1 2021.
  • People's United Financial opened 59 new positions and closed 27 in Q1 2021.
  • People's United Financial's portfolio value rose 3.8% quarter-over-quarter to $4.19B.

Based on People's United Financial's 13F filing for Q1 2021, filed 14 May 2021.